Mary Tacka, financial advisor Ellicott City MD
93 score

Mary Tacka

CRD Number: 1226517
Current Firm: H. Beck, Inc.

Mary Tacka (CRD# 1226517) is an Investment Advisor Representative working at H. Beck, Inc. in Ellicott City, MD and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Bethesda, MD Feb 2012 - Current 6
Self Employed Ellicott City, MD Dec 1986 - Current 31
Lincoln Financial Advisors Lutherville, MD Jan 2012 - Feb 2012 < 1
H. Beck, Inc. Rockville, MD Nov 2007 - Dec 2011 4
Fs & Hg Incorporated Ellicott City, MD Aug 2005 - Dec 2011 6
Fs & Hg Incorporated Balitmore, MD Apr 1997 - Dec 2011 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Mary T. Tacka
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,330
    MILLIONS
  • Total Number of Accounts
    6,100
    ACCOUNTS
  • Average Account Value
    $218,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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